See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,980 | $175,600-54.5% | $129,110-38.1% | $134,475-40.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | -11.39%-2.5pp | -10.94%-3.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,939 | $6,355-22.3% | $5,052-2.2% | $4,740+4.2% |
| Participant deferral / active EE | $6,866 | $7,975-13.9% | $6,542+4.9% | $6,400+7.3% |
| Admin fee / account holder | $3,437 | $23,567-85.4% | $14,302-76.0% | $11,426-69.9% |